Release Notes August 2024

Bug Fixes

- The following updates were made to Packager Template mode:
- Import a Template or Template package within the Individual/Group Package tabs.
- Edit Template or Template Packages
- No longer show blank pages for closed accounts
- Output packages with “/” in the name.
- Equity Overview parameters visible within Template reports dropdown
- Home Page links fixed for Templates 1 and 2 when not including “https”
- The following improvements were made to Widgets:
- Optimized load time
- Realized Gains displays “No transactions during the period” message